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Posted 5 months ago

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Strategic Finance Manager

United StatesRemoteFull-time

AI Summary

The Strategic Finance Manager builds and owns financial models, long-range planning, and capital analysis to support executive decision-making and investor engagement.

About this role

About Us

ERP•AI is redefining business automation with innovative technology solutions. We’re on a mission to fuse bleeding-edge AI with the backbone of modern enterprises-ERP. Think of us as the place where machine learning meets supply chains, finance, and decision-making at scale. We’re building a platform that doesn’t just automate workflows but makes them smarter, adaptive, and downright predictive.

Role Summary

The Strategic Finance Manager owns financial modeling, long-range planning, and capital analysis to support executive decision-making and investor engagement. This role sits at the intersection of finance, strategy, and leadership, translating complex business realities into clear financial narratives.

Key Responsibilities

Financial Modeling & Planning

  • Build and own bottom-up financial models covering revenue, costs, cash flow, and unit economics

  • Develop scenario, sensitivity, and downside models to support strategic decisions

  • Lead annual planning, reforecasting, and long-range planning (3–5 year outlooks)

  • Evaluate new initiatives, pricing changes, investments, and partnerships

Capital & Investor Support

  • Prepare investor, board, and lender materials (models, decks, metrics, FAQs)

  • Support fundraising, capital structure analysis, and valuation work

  • Partner with leadership on capital allocation and runway management

  • Act as a key finance point of contact for select investor interactions (as required)

Strategic Decision Support

  • Partner with Product, GTM, and Operations teams to assess financial impact of decisions

  • Define and track key performance metrics tied to growth, efficiency, and scale

  • Turn ambiguous problems into clear financial insights and recommendations

Execution & Ownership

  • Improve financial processes, tools, and data quality

  • Ensure alignment between strategy, operating plans, and financial outcomes

  • Maintain high standards for accuracy, clarity, and timeliness

What This Role Does NOT Include

  • Accounting, bookkeeping, or statutory compliance ownership

  • Payroll processing or transactional finance work

  • Pure reporting without strategic context

  • Passive analysis without decision ownership

Ideal Background & Skills

  • Experience in strategic finance, FP&A, investment banking, PE, VC, or consulting

  • Strong hands-on experience with complex financial models

  • Comfort working with senior leadership and investors

  • Ability to operate in ambiguous, fast-moving environments

  • Excellent business judgment and written/verbal communication skills

  • Advanced Excel / Sheets proficiency; familiarity with BI tools a plus

  • MBA or equivalent experience preferred (not mandatory)

Skills

BI ToolsCapital AnalysisExcelFinancial ModelingFinancial PlanningInvestor MaterialsScenario AnalysisSensitivity Analysis

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